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State Street SPDR US Large Cap Low Volatility Index ETF

119 hedge funds and large institutions have $252M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $227M → $252M (+$25.3M)

4% more funds holding

Funds holding: 114119 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.12% less ownership

Funds ownership: 41.99%41.87% (-0.12%)

30% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 44

Holders
119
Holders Change
+5
Holders Change %
+4.39%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
31
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$47.9M +$430K +3,256 +0.9%
Ameriprise
2
Ameriprise
Minnesota
$17.7M -$1.94M -14,683 -10%
Morgan Stanley
3
Morgan Stanley
New York
$17.4M -$1.41M -10,702 -8%
Bank of America
4
Bank of America
North Carolina
$15.2M -$5.43M -41,085 -26%
LPL Financial
5
LPL Financial
California
$14.9M +$9.02M +68,215 +155%
AF
6
Advisornet Financial
Minnesota
$12.7M +$59.1K +447 +0.5%
FI
7
Financial Insights
Washington
$12.2M +$10.3K +78 +0.9%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$9.4M +$1.25M +9,459 +16%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$9.18M -$510K -3,858 -5%
BWFA
10
Baltimore-Washington Financial Advisors
Maryland
$9.15M +$651K +4,922 +8%
AWA
11
ARQ Wealth Advisors
Arizona
$7.63M +$283K +2,144 +4%
MSFS
12
Main Street Financial Solutions
Pennsylvania
$6.37M -$916K -6,929 -13%
MMA
13
Miracle Mile Advisors
California
$5.84M +$387K +2,925 +7%
BTWM
14
Baker Tilly Wealth Management
Wisconsin
$3.19M -$23.1K -175 -0.7%
IMC Chicago
15
IMC Chicago
Illinois
$2.83M +$823K +6,228 +41%
MA
16
Mutual Advisors
Nebraska
$2.58M -$204K -1,542 -7%
TLFA
17
True Link Financial Advisors
California
$2.48M -$199K -1,505 -7%
RMA
18
Roffman Miller Associates
Pennsylvania
$2.25M +$9.39K +71 +0.4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.23M -$403K -3,050 -15%
TCMP
20
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.22M +$708K +5,353 +47%
DWM
21
Darwin Wealth Management
Florida
$1.98M -$226K -1,709 -10%
HCM
22
Howard Capital Management
Georgia
$1.91M +$84.5K +639 +4%
HIS
23
Harvest Investment Services
Illinois
$1.74M -$187K -1,418 -10%
Goldman Sachs
24
Goldman Sachs
New York
$1.72M +$390K +2,951 +30%
RA
25
Riversedge Advisors
Delaware
$1.68M -$191K -1,446 -10%

LGLV Hedge Fund Activity: Q2 2021 in Review

119 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2021, worth a combined $252M — up 11% from $227M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LGLV positions and 11 closed out — a net gain of 5 holders — while 31 added to existing stakes and 44 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.02M. The largest seller was Bank of America, cutting an estimated $5.43M.

  • 119 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2021, up from 114 in Q1 2021.
  • Funds reported $252M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2021, up 11% quarter-over-quarter.
  • 16 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2021 and 11 closed out, a net change of +5 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2021 was LPL Financial, an estimated $9.02M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2021 was Bank of America, an estimated $5.43M sold.

Based on aggregated 13F filings for Q2 2021.